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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.21 | 0.21 | 0.00 |
Shares | 99.79 | 99.79 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.40 | 16.08 |
Price to Book | 2.36 | 2.50 |
Price to Sales | 1.13 | 1.72 |
Price to Cash Flow | 9.28 | 10.49 |
Dividend Yield | 2.25 | 2.49 |
5 Years Earnings Growth | 8.77 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.62 | 13.18 |
Financial Services | 16.99 | 21.45 |
Healthcare | 11.04 | 14.63 |
Communication Services | 10.17 | 5.87 |
Consumer Cyclical | 9.88 | 7.09 |
Industrials | 9.49 | 11.93 |
Energy | 8.21 | 7.40 |
Consumer Defensive | 7.98 | 8.21 |
Utilities | 3.61 | 5.21 |
Basic Materials | 3.16 | 3.38 |
Real Estate | 1.84 | 3.38 |
Number of long holdings: 741
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.82 | 232.56 | +0.90% | |
Microsoft | US5949181045 | 3.30 | 509.64 | +0.57% | |
Exxon Mobil | US30231G1022 | 2.10 | 113.35 | +0.53% | |
JPMorgan | US46625H1005 | 1.91 | 301.07 | +0.60% | |
Meta Platforms | US30303M1027 | 1.80 | 751.11 | +0.50% | |
Amazon.com | US0231351067 | 1.74 | 231.60 | +1.08% | |
Alphabet A | US02079K3059 | 1.64 | 211.64 | +2.01% | |
Chevron | US1667641005 | 1.52 | 159.32 | +0.05% | |
Alphabet C | US02079K1079 | 1.34 | 212.37 | +2.00% | |
Berkshire Hathaway B | US0846707026 | 1.31 | 499.86 | +0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 123.72B | 8.57 | 17.07 | 13.56 | ||
Schwab Total Stock Market Index | 30.27B | 8.07 | 16.41 | 12.88 | ||
Schwab 1000 Index | 19.6B | 8.48 | 16.88 | 13.20 | ||
Schwab International Index | 11.97B | 17.47 | 13.16 | 6.18 | ||
Schwab Small Cap Index | 6.99B | -0.03 | 7.10 | 7.49 |
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